Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees IBEW Local Union No. 99 Retirement Plan Pension Plan

Data updated 2026-08-11

$110M
Total assets: 696
Participants: 91st
Percentile by assets: $158,294
Avg per participant

Official DOL plan name: International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan · Sponsored by Board of Trustees IBEW Local Union No. 99 Retirement Plan · Connecticut · Construction

$110M in assets, 696 participants

Board of Trustees IBEW Local Union No. 99 Retirement Plan's International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan reported $110M in total assets and 696 participants in its 2024 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

91st percentile by assets (of 123,622 plans)
#8,094 in Construction (9,039 peers)

Where International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan sits by assets

International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan sits in the top 10% of all filed plans by assets, $110M for 696 participants (~$158,294/participant), up 8.7% in 2024.

$110M
total plan assets (2024 EOY): 696
covered participants: 91st
percentile by assets (of 123,622 plans): $158,294
avg assets per participant

International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $8M in the plan year 2024 filing.
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan end-of-year assets rose from $101M in the plan year 2023 filing to $110M in the plan year 2024 filing.
International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan reported participants rose from 656 in the plan year 2023 filing to 696 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Connecticut

Industry

Construction

International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan vs the 2024 asset distribution

By assets, International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$101M
Net Assets (End of Year)	$109M
Net Income	$8M
Employer EIN	056049538
Plan Effective Date	1973-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees IBEW Local Union No. 99 Retirement Plan)

Total plan assets by year, all Board of Trustees IBEW Local Union No. 99 Retirement Plan plans on file

Year	Plans	Participants	Total Assets
2022	1	595	$89M
2023	1	656	$101M
2024	1	696	$110M

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants

Rtx Consolidated Pension Plan $41.6B · 36,180
The Citigroup Pension Plan $10.0B · 15,906
Eversource Pension Plan $5.8B · 3,428
Retirement Plan for Employees of Aetna Inc. $5.2B · 9,682
The Hartford Retirement Plan for U.S. Employees $3.4B · 7,034

Compare International Brotherhood of Electrical … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan by total assets, not by location.

Local 807 Labor Management Pension Fund (NY) $110M · 509
International Association of Firefighters Staff Representatives Pension Plan (DC) $110M · 64
Wesbanco, Inc. Defined Benefit Pension Plan (WV) $110M · 267
Contran Corporation Pension Plan (TX) $110M · 68

Frequently Asked Questions

How did International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan assets move in 2024? ▼

International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan grew at a solid clip - up 8.7% during 2024, from $101M to $110M. Reported net income was $8M.

How have Board of Trustees IBEW Local Union No. 99 Retirement Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees IBEW Local Union No. 99 Retirement Plan's sponsor-wide assets grew 23.4%, from $89M to $110M.

Where does International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan rank by assets among Form 5500 filers? ▼

International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 807 Labor Management Pension Fund in NY ($110M, 509 participants).

Next read for International Brotherhood of Electrical …

Scale reading

Ways to act on International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan's numbers.

By total assets, International Brotherhood of Electrical Workers Local Union No. 99 Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Connecticut. Compare plans
Board of Trustees IBEW Local Union No. 99 Retirement Plan's sponsor-wide assets have grown 23.4% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 056049538.